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Building a Multi-Channel Agent with Context Memory and Conversation Records

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I want to build an agent where the user can choose to Whatsapp or Voice. I know I can build 2 separate ones. I'm wondering if there's a way for the agent to have multiple inputs (email, whatsapp, voice) and keep memory of the context of the person they're speaking to? So if the person comes back in via any of the channels, it will remember? Thirdly, is there a way for me to get a record of each conversation that's being had?

1 comment

Marvin A.
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hey Gary, regarding keeping the context you’d probably want to use our handle follow up in the same task feature. For example, using webhooks. I’ve laid this out a couple of weeks ago here. And here is a guide on how to set up whatsapp. The tricky part for your use case is basically that you want to use multiple triggers and handle them in the same task. I am not completely Be sure if that’s possible, to be honest. But a workaround could be for you to keep the conversations in a different place and then have lindy search for existing conversations. Basically like a database of the chat history and then pull+update that information continuously.